Ownership history in Olde Wealth Management, LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which Olde Wealth Management, LLC reported a position in ISHARES TR (EAGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Olde Wealth Management, LLC underperformed the S&P 500 by β19.0% annually on this EAGG position. Timing score: 47% (9/19 decisions correct). Average cost basis: $45.99. Maximum drawdown during holding period: β16.0%.
β Significantly underperformed the S&P 500 by 19.0% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 19 add/trim decisions correct
Best entry: $41.12 (2023 Q3) Β· Worst: $48.74 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
17 adds Β· 3 trims. Bought during 7 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Olde Wealth Management, LLC has been actively increasing its EAGG allocation β a bullish signal from insiders.
Currently 6.46% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size